Retirement Services Advisor I
Core
Act as an advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement and building trust.
Role type
Individual contributor retirement services advisor
Builds
Retirement plan and IRA accounts for individual and institutional clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Client relationship management, retirement plan administration, IRA management, investment objective definition, regulatory reporting validation (1099-R, 5498), meeting facilitation
Preferred skills
Knowledge of Frost's retirement products and services
Responsibilities
Schedule and participate in client meetings, coordinate with retirement plan sponsors, administer Individual Retirement Accounts, monitor required minimum distributions, validate tax reporting accuracy, assist with departmental training initiatives
Seniority
Entry-level to Mid-level, hands-on IC